FDI Wealth Management, LLC
SEC RegisteredGerenciamiento de patrimonios personales, familiares e institucionales
About the firm
FDI es la primera gerenciadora de patrimonios de la región, fundada en 1998, inscripta como Investment Advisor en los EE.UU. y regulada por la SEC. Gerencian activos y patrimonios integrando conocimiento financiero, fiscal, legal y sucesorio con el fin de incrementar y proteger los bienes e inversiones de sus clientes. Brindan soluciones a personas, familias e inversores institucionales residentes en Latinoamérica, Estados Unidos y Europa.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Gerenciamiento de activos financieros, Multi-Family Office, administración de sociedades, trusts y fideicomisos, gerenciamiento de activos inmobiliarios, protector financiero, protector fiduciario, soluciones fiduciarias, operaciones cambiarias y finanzas para empresas.
Who they serve
Personas, familias e inversores institucionales residentes en Latinoamérica, Estados Unidos y Europa, incluyendo argentinos y uruguayos expatriados.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 174 | $49M |
| High Net Worth Individuals | 18 | $41M |
| Charitable Organizations | 1 | $1.3M |
10 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $1,000,000-$5,000,000 | 0.75% |
| Next $5,000,000-$10,000,000 | 0.50% |
| Above $10,000,000 | 0.35% |
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FDI Wealth Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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